+0.1%
OXY vs LCID
-91.4%
+91.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -11.3% | +13.3% | +2.3% |
| 7D | +3.6% | +9.2% | -5.6% | +3.3% |
| 30D | -5.3% | -3.0% | -2.3% | -5.3% |
| 3M | +0.2% | -50.2% | +50.4% | +2.2% |
| 6M | +4.7% | -45.8% | +50.6% | +5.7% |
| YTD | +44.0% | -69.2% | +113.2% | +49.8% |
| 1Y | +42.1% | -80.4% | +122.4% | +51.8% |
| All | +0.1% | -91.4% | +91.5% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling